Commercial Lines Account Manager - Surety

<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a style="font-weight: bold;" href="https://foundationrp.com/">Foundation Risk Partners</a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a</strong><em style="font-weight: bold;"> Commercial Lines Account Manager - Surety</em><strong> to their</strong><strong>&nbsp;team in </strong><em style="font-weight: bold;">Napa, CA</em><strong> Metro Region.&nbsp;</strong></span></p> <p><strong>Job Summary</strong></p> <p>The Commercial Lines Account Manager – Surety&nbsp;works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance.</p> <p>The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite, the Account Manager achieves results by identifying, assessing, managing, monitoring, and reporting risks of all types.</p> <p><strong>Essential Duties &amp; Responsibilities</strong></p> <ul> <li>Provide daily administrative support for Surety accounts, including gathering and preparing renewal information (loss runs, financial statements, experience mod worksheets).</li> <li>Process Surety bond requests, endorsements, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties.</li> <li>Handle operational tasks related to new/existing Surety accounts, risk management, marketing support, and order entry.</li> <li>Ensure timely and accurate execution of transactions and maintain documentation to agency standards.</li> <li>Communicate with clients regularly to keep them informed about bond and insurance matters.</li> <li>Educate and&nbsp;coach business partners on Surety products, compliance requirements, and operational processes.</li> <li>Invoice applicable accounts and process premiums as required.</li> <li>Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements where appropriate.</li> <li>Review expiration lists prior to renewal for proactive customer contact and improved retention.</li> <li>Update client inf